Great Investment Returns! Getting investment returns right for our clients is a cornerstone of the financial planning work we do. It’s not just about returns, but returns that are suitable…
Where next for investment markets? The continued rise in markets around the world can perhaps induce complacency in investors. Many believe that equities are the only place to invest. We…
Premium(?) Bonds Many of our clients hold Premium Bonds. Many report winning ‘regularly’. I don’t think we only meet lucky clients, so what really is the deal? The reality is…
Increases in State Pension age…. Millions will now have to work an extra year before getting their State Pension. Increases to age 68 are now applicable to many. To put…
Transferring your pension – or not? In recent times the transfer values of some final salary pension schemes have increased significantly. Unsurprisingly, this has triggered lots of enquiries. Whether transferring…
Safe as Houses? Has property been a good investment in the past and what is the forecast for property growth in the future? The Sunday Times ‘Money’ commissioned a report…
Borrowing to make things good.. It’s a concern to read that debt levels are increasing again to levels seen in 2008 when the UK experienced a financial crisis. The FCA…
Changing Times? The UK stock market fell today amidst concerns that the UK economy might be in for a tough ride. Brexit uncertainty, falling retail sales and the possibility of…
Property or the stock market? We recently wrote an article on the increase in the UK’s pension wealth being greater than the increase in individual’s property wealth since 2008. As…
Get in touch
Find out more about how we can help
